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Liberty One Investment Management’s McKesson MCK Stock Holding History

Liberty One Investment Management’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.4M Buy
29,310
+3,056
+12% +$2.73M 2.61% 12
2025
Q4 		$21.5M Sell
26,254
-39,442
-60% -$32.2M 2.75% 15
2025
Q3 		$50.8M Buy
+65,696
New +$46.3M 2.85% 21

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Liberty One Investment Management's MCK Position: Q1 2026 in Review

Liberty One Investment Management increased its McKesson (MCK) stake by 12% in Q1 2026, buying an estimated $2.73M and bringing the position to 29,310 shares worth $25.4M. The position accounts for 2.61% of the portfolio, ranked #12.

Liberty One Investment Management first reported a position in MCK in Q3 2025 and has held it in 3 quarters since. The position peaked at $50.8M in Q3 2025. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Liberty One Investment Management held 29,310 shares of McKesson worth $25.4M as of Q1 2026.
  • Liberty One Investment Management bought 3,056 McKesson shares in Q1 2026, an estimated $2.73M.
  • McKesson made up 2.61% of Liberty One Investment Management's portfolio in Q1 2026, its #12 holding.
  • Liberty One Investment Management first reported a position in McKesson in Q3 2025 and has held it in 3 quarters since.
  • Liberty One Investment Management's McKesson position peaked at $50.8M in Q3 2025.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.